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Forum Post: RE: Simple CRM use

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Hi Jakimo,

You may benefit from setting up Accounts rather than leads as it easier to sort out and search for.

You can certainly change a mandatory field. If you want to keep Last Name field you can just change 'Requirement Level' in Form customization to non-mandatory (this is how I did it anyway).

I am not sure about notes/activities. How/where do you add those? For example, I am not able to associate my activities with leads(when looking at list of activities)  but you can assign it to an Account or  a Contact. This is why it may be better to set up Accounts first.

Please ask if you have any questions

Monika


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